Ethan serves as Vice President of Portfolio Management with Archetype Wealth Partners. He has worked in the financial services industry since 2012, where he started with Morgan Stanley as a Financial Advisor and earned the designation of Financial Planning Specialist.
Ethan handles many of the research, trading and financial planning responsibilities– including the development of our economic and portfolio risk sensitivity models. He is enrolled in the Chartered Financial Analyst (CFA) Program in order to enhance his portfolio management skills, and is a 2020 Level III candidate.
Ethan graduated from Duke University in 2012, with a Bachelor of Science degree in Mathematics and a minor in Religion. Originally from Houston, Ethan currently resides in Chapel Hill, North Carolina with his wife, Katie, who is a resident in the Department of Psychiatry at the University of North Carolina. In their admittedly limited free time, Ethan and Katie enjoy exploring the great outdoors with their beloved dog and being involved in their community.
Quote by Suze Orman.